Transce3nd’s W.R. Berkley WRB Stock Holding History

Transce3nd’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9	Closed	-$661	–	1159
2025 Q2	$661	Hold	9	–	–	﹤0.01%	1045
2025 Q1	$640	Hold	9	–	–	﹤0.01%	1010
2024 Q4	$527	Buy	+9	New	+$539	﹤0.01%	1301

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Transce3nd's WRB Position: Q3 2025 in Review

Transce3nd sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 9 shares — an estimated $661 sold.

Transce3nd first reported a position in WRB in Q4 2024 and held it in 3 quarters. The position peaked at $661 in Q2 2025. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Transce3nd reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 9 W.R. Berkley shares in Q3 2025, an estimated $661.
Transce3nd first reported a position in W.R. Berkley in Q4 2024 and held it in 3 quarters.
Transce3nd's W.R. Berkley position peaked at $661 in Q2 2025.
933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.